A trusted risk adviser talks with clients about their estate planning needs, medical & health situation, finance, debts & assets, plus their family, goals and fears.
A trusted risk adviser is the only individual in peoples lives that delve in to each and every one of these important areas. This is a privileged position that I still don't take for granted after more than 15 years of people trusting me to help them protect what's important.
These conversations become more complex and vital when business owners seek advice and the advice starts to have an impact on both personal spouses & families and business partners.
I entered this industry via my parents financial planning business. Then for 13 years I worked alongside the business bankers at one of Australias big 4 banks, looking after their clients needs. Overall, I have nearly 30 years experience either working in or with small businesses and small business owners.
This, in combination with my own experiences, wins and losses as a business owner, investor, mortgage holder and parent to two young adults, allows me to empathise with clients and appreciate that every single clients situation is unique.
- Adviser status Bronze
- First year providing advice 2006
- Years of experience 18
- Diploma of Financial Services (Financial Planning)
Business Risk Solutions361 Pacific Hwy
Belmont North, NSW 2280
- 7:00am – 5:00pm Monday – Friday
Axies Pty. Ltd.